Document Management (DocMan)

690 Topics

VirajWDo Gooder (Partner)

Supplier for Purchase Part Document attachment

Is there any restriction/limitation on the Supplier for Purchase Part window to add new documents?Trying to get the “New” button enabled, can use some helpful pointers. Followed the steps mentioned in the Enable attachments in IEE windows | IFS Community Granted the user with Document Administration permission sets. Users can attach new documents in other IFS screens, not in the Supplier for Purchase part. This brings the question, is there any special setup needed or any limitation (APP10 UPD16)

27 days ago

Mathias DahlSuperhero (Employee)

posted in Document Management (DocMan)

Electronic Signature (E-sign/E-signature) of documents - new feature in IFS Cloud 23R2

I would like to make a small push for a very nice and simple e-sign functionality that was released in IFS Cloud 23R2. It's more or less zero install and zero setup, you can just start using it once you have bought at least one pack of e-sign transactions. Have a look at this video to see how it works:https://www.youtube.com/watch?v=Aed1j9VOPDUAt the time of writing (the latest release in 23R2 but this will apply to 24R1 as well) this feature is limited to Cloud deployment/residency (Remote/on-premise is not supported).Here's also a screenshot of the main user interface, which is the dialog where the user fills in the recipient information:If you are on IFS Cloud and in Cloud deployment, don't hesitate trying this out.A special SKU is needed, that will grant a pack of esign transactions. The customer does NOT need any Adobe licenses of their own.Is this something that is interesting to you as a customer?

27 days ago

CAPALKDo Gooder (Employee)

asked in Document Management (DocMan)

Is there anyway to call a get function in VBScript or something Similar?

Hi All, Is it possible to call a get function in VBScript or something similar? Because I want to get a value which is getting calculated from a method/function and use it in a VBScript block.Is there any way to achieve it?Thank you in advance for any insight on this.

28 days ago

Kazuya SashinoDo Gooder (Partner)

asked in Document Management (DocMan)

How to implement command (RunLocalMacro) by IFS Aurena Agent

I would like to know the specific values of the arguments of "RunLocalMacro" that can be executed using IFS Aurena Agent.If anyone can confirm that it actually works, please let us know the argument values. Related links on this subject:https://docs.ifs.com/techdocs/Foundation1/050_development/022_user_interface/030_aurena_dev/100_how_to_develop_aurena_pages/045_aurena_agent/

29 days ago

Divya WickramasingheDo Gooder (Employee)

posted in Document Management (DocMan)

Unable to upload documents

An issue is occurring with uploading documents to the Azure blob repository.In this scenario, customer is unable to attach documents to POs as the error, ‘Error when checking the repository validity: null’ appears. Product version: 23.1.9The problem was caused by the container ifs-file-storage which was Unhealthy and reported Readiness probe failure:Error:the error isEvents:Type Reason Age From Message---- ------ ---- ---- -------Warning Unhealthy 71s (x37368 over 6d20h) kubelet Readiness probe failed: Get "http://10.228.22.151:8080/q/health/ready": context deadline exceeded (Client.Timeout exceeded while awaiting headers)A "readiness probe failed" message typically indicates an issue with a Kubernetes pod. In Kubernetes, readiness probes are used to determine if a pod is ready for service requests. When a readiness probe fails, it means that the container within the pod is not ready to serve traffic even though it might be running.Restarting the pod solved the problem and enables to a

29 days ago

NicolasB-K4USidekick (Partner)

asked in Document Management (DocMan)

New file type - e-sign required and error message

Hi,I use IFS Cloud (Application service update: 23.2.1).I create a new file type in the EDM basic data. This is for the .stp Extension (3D Files from CAD)Then I use this new file type when creating a new document revision. When I try to approve the revision, I have this message :“The number of PDF files and/or the combination of view and original files on this document is invalid for PDF signature and certification. If you are an end-user, talk to your system administrator. If you are calling this API from code, check your data or consider using the more specific method to sign your PDF file.”This file type is not PDF so I don’t want (and I can’t) use e-sign for this file.I use several document class to test and the result is the same.If I use a already created file type, this OK, I can validate it without any problems. Does somebody have any ideas about this issue ?Thanks for your feedback if you have same issue.Nicolas.

1 month ago

CorGreggBDo Gooder (Partner)

asked in Document Management (DocMan)

Document Revision - Multiple Sheets - Connect to Object

After I create a Document with Multiple sheets, and I want to connect all the sheets to an Object, I have to manually connect all sheets to the Object. I can utilize the Document Revisions screen and select all the sheets for the Document Revision and the Connect to an Object. If Document Sheet 1 is already connected, and I create new sheets after the connection, I can connect automatically using the New Sheet Wizard. Is there a way I can connect Document Sheet 1 to an Object using the Connect Object button on the Document Revision screen and all the other sheets are automatically connected to the Object? Our process is to load all the sheets first and then connect to the Object. Thanks,Gregg

1 month ago

SrikanthSuperhero (Partner)

asked in Document Management (DocMan)

DOCMAN documents cleanup in Apps 9

Hi,We are are looking at ways to automatically clear out obsolete documents stored inside the database.One of the posts suggested setting this parameter in Document Default Values: How does the cleanup work once this parameter is set?Is there is a Scheduled Task which is running or needs to be enabled?

1 month ago

Mathias DahlSuperhero (Employee)

posted in Document Management (DocMan)

Deprecation of the FTP and Shared repository types in Docman in 24R1 - a heads-up

Deprecation of the FTP and Shared repository types in Docman in 24R1 - a heads-up This is a heads-up on IFS deprecating support for the FTP and Shared repository types in Docman in IFS Cloud 23R2, for complete removal in 24R1.If you have customers using these two repository types today, you should plan for migrating to Database or File Storage.If you are planning to implement this in Remote Deployment in IFS Cloud right now, you should reconsider, and use File Storage or Database.In Remote deployment, File Storage will still have support for local/external storage (outside the database) by supporting SMB/network shares. BACKGROUND Back in the day, Docman started out with support for "external" file storage via our support for FTP and Shared (folders) as the only repository types. Later, Database storage was added upon request from customers. And, much later (IFS Cloud 21R2), IFS Cloud File Storage was added as yet another repository option where, initially, File Storage was limited to

1 month ago

CAMHDMSDo Gooder (Customer)

asked in Document Management (DocMan)

Document revision print/download history

Hello,I have been looking into how to trace the download and/or print of document revisions. I have been looking at report archive and that appears to only log operational reports. Is there a way to track what is being printed or downloaded from document revisions?

1 month ago

WynandDo Gooder (Customer)

asked in Document Management (DocMan)

Mass upload of Legacy document numbers in Cloud

Good day community.We have a client that is implementing Cloud and need to migrate 10 000 plus documents from legacy, along with their existing document numbers.In Apps 10 it was possible to upload multiple files at once using the File Import screen. On here it was possible to change the document number to a legacy number when uploading new files In Cloud I believe the same can be done using Create Documents.However, it allows me to create documents and to enter Legacy Numbers but once I save, it returns this error: If I leave the number column blank, it generates the documents without issue, using the automatic numbers, which we don’t want. This is not Document Class related as the Create Document Assistant and creating Documents via Revisions allows me to change the number. The other option, Document Upload screen does not have an option to change the Document number. Is there something We’re missing or alternatively, how would we migrate the documents into Cloud using the legacy n

1 month ago

LsyPawelZDo Gooder (Partner)

asked in Document Management (DocMan)

Problem with saving a file in a repository of type "File Storage"

I've created a file storage repository and when creating a revision of a document, there is a problem with saving the file. When I try to write, I get the error below. The repository configuration looks like below. In addition, I changed the settings here. Should I set anything else?

1 month ago

hreavisDo Gooder (Customer)

asked in Document Management (DocMan)

Change PDF Name for Downloaded Document

When I download a PDF invoice, the file name is a concatenation of our Document Title + Repository File Name.How can we change this so that the downloaded PDF does NOT include the repository file name? This is a file that can be manually sent to our customers, and the file name is confusing - it makes it look like the invoice number is the document number.

1 month ago

LKACH

asked in Document Management (DocMan)

Approvals in Lobby

Dear Community,We are new at making lobby pages and right now we are having a challenge with the DMS approvals.In Apps 9, we have an advanced query as saved search on the start page, where the logged in user can see all pending approval steps assigned directly to User-ID and person groups (when member of one).Does anyone have an idea how this could be realised with a lobby data source+element in IFS Cloud?Approvals pageThank you very much for your support.Best, Lidija

1 month ago

Tharaka_DilanthaDo Gooder (Customer)

asked in Document Management (DocMan)

Error

I got following error in app 9.”GT lot entered does not belong to the barcode order”

1 month ago

malmeewalaDo Gooder (Partner)

asked in Document Management (DocMan)

DocumentRevisionHandling.svc/CopyFileToNewRev PROJECTION_IMPL_EXCEPTION

Can't execute "CopyFileToNewRev", return error. I need to execute API to create Copy file to new revision. Need guidance.POST - https://myserve/main/ifsapplications/projection/v1/DocumentRevisionHandling.svc/CopyFileToNewRev

1 month ago

DominikaM

asked in Document Management (DocMan)

automatically delete documents DOCMAN

Hello, Do you know a way to automatically delete documents with a specific document class and status? we need to determine the expiry date of the document and after that date remove it from IFS

1 month ago

ViitatiSidekick (Partner)

asked in Document Management (DocMan)

Invoice Print - No attachment

Hi all, I am performing “Print Invoice” for an Instant Invoice.This won’t generate any Invoice document for Attachment. When user has Media Code “E-invoice” and I perform “Send Invoice”, I can see the attachment attached to invoice. Any help, how invoice’s PDF is attached to attachment too, when performing Print Invoice?

1 month ago

BISDo Gooder (Customer)

asked in Document Management (DocMan)

Structuring Document Templates

hi,we are in the early days of figuring out how to make the most of Document Management System (DMS) in IFS. For now, we have used local drives/OneDrive/Sharepoint and other applications to store documents, and templates.I am now on the look for knowledgesharing as for how you have approached the challenge of how and where to archive document templates in IFS (document templates that support our product development process.) Template examples: Project Brief, Project Change Request, Functional Description, Cause & Effect, Requirement Specification, Request for Quotation, and other templates that we use across project team. Thx for your time/Bitten

1 month ago

Aravinda.PrSidekick (Employee)

asked in Document Management (DocMan)

Error in Viewing the document attached

Hi all 😊,The customer has a problem with previewing attachments in APP10 Aurena. This is a widespread issue in many fields. When you click the preview button, and error message displays as below.The problem affects all users.The strangest thing is that the preview of the same attachments works in Enterprise Explorer, so it is not a problem of permissions or incorrect paths.Relevant technical logs are in attached files.Any idea on how to fix this issue is highly appreciated.Product Version: UPD15Thank You 😊

1 month ago

DeanBurellDo Gooder (Partner)

posted in Document Management (DocMan)

Reinstate support for external document repositories and mulitple repositories

R&D has decided to drop support for external document repositories which has been core capabilities for at least 20 years. See linkhttps://community.ifs.com/topic/show?tid=39710&fid=248This functionality is critical in a number of ways as it enables the following use cases. This will affect any customers that serve A&D, Utilities, and other industries where they have a need to have elevated security for some documents. This will also negatively impact customers that have multiple legal entities that have implemented separate repositories to keep their physical documents separated. In addition this will affect any customer that has multi country country requirements to store data locally.Overall this will also affect the marketability of the IFS hosted cloud to both existing and new customers.Below are some use cases Use case 1: Customer manufactures dual use products and technologies and sells to both commercial and defense markets. They have some ITAR requirements fo

1 month ago

PIrelandSidekick (Employee)

asked in Document Management (DocMan)

IFS to Sharepoint integration.

I’m reading a post in Community Ideas Ability to connect documents stored in SharePoint to IFS Document Management attachments.That has a comment from Martin Harris as follows, it was 4 months ago:Reply by - Martin HarrisMany thanks for this suggestion, it has been promoted to a requirement for inclusion in a future release. Martin Do we know what future release this is slated for? Patrick

1 month ago

CHAITRA_MUTTALLIDo Gooder (Partner)

asked in Document Management (DocMan)

Use BLOB/CLOB datatype as an input parameter for an action through JSON in REST Integration IFS Cloud

Hi, I am having an action which takes LongText as input, inturn I have used CLOB datatype to parse the longtext value in my procedure, but when I send the string via postman it gives error as “ODP_DESERIALIZATION_ERROR”.Is there a way to parse the longtext values or BLOB values. Thanks in advance

1 month ago

IniNaadiJSidekick (Partner)

asked in Document Management (DocMan)

Unable to view the documents

Hi All, Expecting your valuable advice on this: I get the following error when I open the document attachments.All the necessary access to the persons groups which is relevant to the document class is already granted.(Document basic data -access provided)Permission sets have been provided to the users.Document status is unlocked and check inRefresh security cache and restarting already doneOther documents for the same class can be viewed. IFSAPP can be viewed this document but the users who have access to this unable to view.Have I missed anything else? RegardsNaadira

1 month ago

YuwinDo Gooder (Employee)

asked in Document Management (DocMan)

How to access Object Connection page (in App10 IEE) from IFS Cloud?

Different tabs in the Attachment section of a Page such as, Document, Approval Steps, Media, etc. can be enabled from the Object Connections page by adding these options to the Service List of the particular Logical Unit. However, I cannot seem to find this page in IFS APP 10 Aurena or IFS Cloud versions. How can I do the same thing in these versions?

1 month ago

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Document Management (DocMan)

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